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Company Main View
Name:
Rooted Wealth Advisors Inc.
City:
BOURBONNAIS
State:
IL
Zip:
60914
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$202,926,000
Total Value Change :
$11,689,000
Securities Held Change :
9
All Securities Held :
82
New Positions
:
8
Closed Positions
:
1
Increased Positions
:
56
Unchanged Positions
:
1
Decreased Positions
:
17
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Free Registration Required For Full Results
Holdings Found :
1
View All Holdings
Currently Viewing:
Unchanged Positions
Page 1 of 1
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
LIN
Linde Plc
60
-
$435.57
$347,000
752
0.17%
34,000
0
0
N/A
1
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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